Notes from Vijay Gaba's Diary

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Wednesday, June 11, 2025

The Indian economy – disconnect in growth statistics

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  While the 7.4% GDP growth number for 4QFY25, and claims of continuing strong growth momentum in April 2025 are encouraging, the RBI assess...
Tuesday, June 10, 2025

RBI makes a bold bet

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The Reserve Bank of India’s (RBI) monetary policy statement on June 6, 2025 marked a significant shift in India’s monetary policy framework,...
Thursday, June 5, 2025

The Indian economy – glass half empty

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The Indian economy has indubitably shown brilliant resilience and sustained the base growth rate of ~6%. In the current year FY26 also the r...
Wednesday, June 4, 2025

The Indian economy – glass half full

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Resilient growth despite disturbance and challenges The full year FY25 growth (6.5% vs 9.2% in FY24) came in line with the second advance ...
Tuesday, June 3, 2025

The state of the Indian economy

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The National Statistical Office (NSO) released provisional estimates (PE) of the annual growth statistics for the Indian economy, last Frida...
Thursday, May 29, 2025

Watchlist for investors

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The macro environment in India looks stable and resilient, despite the scare of war and trade uncertainties. The south-west monsoon has star...
Wednesday, May 28, 2025

Investment lessons from IPL

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The 2025 season of the Indian Premier League (IPL) has entered the final phase. Four teams – Gujarat Titans, Punjab Kings, Royal Challengers...
Tuesday, May 27, 2025

The story so far

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The script in the US is playing mostly on the expected lines (see   here   and   here ). Department of Government Efficiency (DOGE) – crash ...